Filed February 25, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,759 | $129,021+154.8% | $184,203+78.5% | $77,643+323.4% |
| Participation rate | 96.0% | 87.3%+8.6pp | 86.8%+9.1pp | 70.6%+25.4pp |
| Annual return | 11.80% | 33.27%-21.5pp | 28.81%-17.0pp | 31.24%-19.4pp |
| Employer contribution / active EE | $4,841 | $4,413+9.7% | $6,427-24.7% | $2,726+77.6% |
| Participant deferral / active EE | $10,382 | $7,297+42.3% | $9,131+13.7% | $4,647+123.4% |
| Admin fee / account holder | $10 | $254-95.9% | $13,901-99.9% | $430-97.6% |